WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
59 hedge funds and large institutions have $261M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
9% more funds holding
Funds holding: 54 → 59 (+5)
10.39% less ownership
Funds ownership: 156.21% → 145.83% (-10%)
13% less capital invested
Capital invested by funds: $301M → $261M (-$40.2M)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.96M |
| 2 |
SA
SAM Advisors
Oakhurst,
California
|
+$3.53M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.67M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$1.34M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$963K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$23.9M |
| 2 |
Jane Street
New York
|
-$8.54M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.41M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$5.19M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$2.26M |
AGZD Hedge Fund Activity: Q3 2022 in Review
59 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2022, worth a combined $261M — down 13% from $301M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGZD positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $5.96M. The largest seller was AE Wealth Management, exiting entirely with an estimated $23.9M sold.
- 59 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2022, up from 54 in Q2 2022.
- Funds reported $261M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2022, down 13% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2022 and 4 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2022 was Bank of America, an estimated $5.96M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2022 was AE Wealth Management, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2022.